BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$4,351
-90.5%
128
-91.5%
0.00%
-100.0%
Q3 2022$46,000
-2.1%
1,5000.0%0.01%
+20.0%
Q2 2022$47,000
-17.5%
1,5000.0%0.01%
-16.7%
Q1 2022$57,000
-5.0%
1,5000.0%0.01%0.0%
Q4 2021$60,000
+1.7%
1,5000.0%0.01%
-14.3%
Q3 2021$59,000
-3.3%
1,5000.0%0.01%0.0%
Q2 2021$61,000
+5.2%
1,5000.0%0.01%0.0%
Q1 2021$58,0001,5000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Dunhill Financial, LLC 171,386$5,975,6073.92%
Financial Connections Group, Inc. 132,006$4,6883.07%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,950,435$69,279,4491.89%
BLUESTEM FINANCIAL ADVISORS, LLC 85,273$3,028,8821.83%
WRAPMANAGER INC 149,448$5,308,3931.63%
Parkside Advisors LLC 105,065$3,731,9251.16%
REGATTA CAPITAL GROUP, LLC 101,716$3,612,9701.15%
HILL ISLAND FINANCIAL LLC 83,369$2,961,2671.12%
Laurel Wealth Planning LLC 40,317$1,4321.02%
RPg Family Wealth Advisory, LLC 67,730$2,405,7700.96%
View complete list of ISHARES TR shareholders